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Summit Financial:Financial Adviser

Summit Financial:Financial Adviser

Summit Financial

Listed: 12 May 2024

Join Our Team as a Financial Adviser  

Shape Your Future with Us! 



At Summit Financial we committed to empowering our clients with personalised solutions to  secure their financial future. With a legacy of excellence in insurance and a dedication to client  satisfaction, we are expanding our team and seeking a motivated individual to join us as a  Financial Adviser. 


Are you a results-driven financial services professional with a passion for helping clients  achieve their goals? We're looking for you! As a Financial Adviser, you'll play a crucial role in  building and managing client portfolios while delivering exceptional service. We are looking for a  solution finder that thrives on putting clients first. The role can be based either in the Cromwell  or Wanaka office. 


Key Responsibilities: 

  • Establish and nurture client relationships. 
  • Offer personalised financial advice and solutions. 
  • Prepare necessary documentation and conduct product discussions. • Network to expand and maintain client base. 

Ideal Candidate: 

We're seeking a driven individual with a minimum of 3 years of financial services experience.  Sales-driven mindset and strong communication skills are essential. If you're motivated,  results-oriented, and thrive in a fast-paced environment, we want to hear from you! 


Company Appeal: 

Join a team that values growth, innovation, and employee development. We offer benefits  including health insurance, bonuses, and your birthday off!! 


Let us show you why joining our team is a game-changer for your career. 


Application Process: 

To apply, send your CV & cover letter to: [email protected] Act now and take the first step  towards a rewarding career with us.